SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$982M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

Top Sells

1
+$7.35M
2
+$4.47M
3
+$3.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.14M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.13%
4 Financials 0.79%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$194K 0.02%
2,397
152
$180K 0.02%
1,847
153
$178K 0.02%
861
154
$175K 0.02%
1,541
155
$150K 0.02%
1,005
-7
156
$150K 0.02%
739
157
$150K 0.02%
2,600
158
$148K 0.02%
1,121
+20
159
$147K 0.02%
457
-56
160
$146K 0.01%
6,653
+8
161
$140K 0.01%
835
162
$138K 0.01%
5,897
-3,577
163
$135K 0.01%
1,305
164
$134K 0.01%
1,169
165
$133K 0.01%
423
166
$132K 0.01%
1,962
167
$130K 0.01%
655
-700
168
$127K 0.01%
1,424
169
$125K 0.01%
362
-11
170
$124K 0.01%
234
+100
171
$123K 0.01%
1,047
172
$122K 0.01%
1,698
173
$119K 0.01%
1,888
-84
174
$118K 0.01%
569
+116
175
$116K 0.01%
1,383
5 6
7
8 9